Divinations

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Divinations

Why Sh*t is Hitting the Fan

How the Fed accidentally scuttled your Series B, simply explained

33 🔒 May 12, 2022 by Nathan Baschez

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Map of a Downturn

Untangling the complex causal chain that makes good times go bad

63 May 6, 2022 by Nathan Baschez

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Twitter as a City-State

The Argument for Democracy in Cyberspace

47 Apr 30, 2022 by Nathan Baschez

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DALL·E 2 and The Origin of Vibe Shifts

By Means of Natural Selection

178 Apr 22, 2022 by Nathan Baschez

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Elon is Right: Twitter Should Open Up the Algorithm

Commoditizing tweets’ complement (the algorithm) will increase usage and rebuild trust

39 Apr 15, 2022 by Nathan Baschez

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Friendly Competition and Subtle Defection

My wife and I recently bought our first home and we’re expecting our first child soon, so, as you can imagine, we’ve been doing a lot of wor

22 🔒 Apr 7, 2022 by Nathan Baschez

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Recursive Publishing

A force to be reckoned with

59 🔒 Mar 31, 2022 by Nathan Baschez

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Screw it, I’m investing in Peloton

I’m in at $22.51—we’ll see what happens next.

80 🔒 Mar 22, 2022 by Nathan Baschez

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Substack’s Ideology

The point isn’t just to make money—it’s to change the systems that human attention flows through. You can’t understand Substack without understanding this.

105 🔒 Mar 16, 2022 by Nathan Baschez

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How To Buy The Dip

Is now a great time to buy? Or a terrible one?

10 🔒 Mar 11, 2022 by Nathan Baschez

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Peloton’s Next Move: Become a Platform

Opening up to external content is the only way to ensure durability, scalability, and defensibility.

53 🔒 Feb 26, 2022 by Nathan Baschez

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The Psychology of Strategy

How to see what you aren't seeing

64 🔒 Feb 2, 2022 by Nathan Baschez

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Year Two

A messy slog that changed everything for me

47 Jan 21, 2022 by Nathan Baschez

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Eric Newcomer on 2022 Startup Trends

Eric Newcomer is one of the smartest and most plugged in newsletter writers in tech. This week he'll be joining Nathan, Dan, and Evan in the

1 🔒 Jan 16, 2022

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Is Axie Infinity a Ponzi Scheme?

To Axie Infinity And Beyond!

40 🔒 Dec 17, 2021 by Nathan Baschez and Ryan Broderick

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The Athlete as Creator

How new regulations have brought college athletes into the creator economy, big time

15 🔒 Dec 15, 2021 by Matt Ragland

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The Three Systems Beneath Network Effects

An exclusive excerpt from a16z general partner Andrew Chen’s new book, The Cold Start Problem

25 Dec 6, 2021 by Nathan Baschez and Andrew Chen

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Notes on ConstitutionDAO

A few quick observations

24 🔒 Nov 18, 2021 by Nathan Baschez

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The two biggest critiques of web3, analyzed

With a little help from Clay Christensen, strategy legend

23 🔒 Nov 12, 2021 by Nathan Baschez

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How Valuation Works

A guide to the “right way” (discounted cash flow analysis), and why “everything is dumb right now.”

41 🔒 Nov 4, 2021 by Nathan Baschez and Eric Thompson

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How Memes Control Everything

The Economics of Belief Transmission

63 🔒 Oct 13, 2021 by Nathan Baschez

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What is “Intrinsic” Value?

And does it matter?

15 🔒 Oct 5, 2021 by Nathan Baschez

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The Market Wedge: How to Pick Your Initial Market

How and why early-stage startups sacrifice growth for power

18 🔒 Sep 30, 2021 by Nathan Baschez and Eric Thompson

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Will DAOs replace Corporations?

Or, how NounsDAO plans to take over the world

58 Sep 21, 2021 by Nathan Baschez

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Overcoming Web3 Bias

How to navigate strange new paradigms that could change everything—unless they don’t.

54 Sep 13, 2021 by Nathan Baschez